BBDC · Company research
Barings BDC, Inc. (BBDC): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| GCM Grosvenor Holdings, LLC | 1939480 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 475000 | 4047000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Larson Financial Group LLC | 1731061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5278 | 44968 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12230 | 102977 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 460 | 3804 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 120856 | 1029695 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SeaCrest Wealth Management, LLC | 1728121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15438 | 131532 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| CreativeOne Wealth, LLC | 1739728 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16907 | 144048 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8791 | 74900 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 999 | 8512 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1366 | 11638 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13024 | 110964 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17499 | 149091 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| INTEGRITY ALLIANCE, LLC. | 1352260 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13754 | 117184 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Quantbot Technologies LP | 1512991 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4123 | 35128 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Atlantic Union Bankshares Corp | 883948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 600 | 5112 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1564 | 13325 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Cerity Partners LLC | 1566475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21656 | 184505 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Citizens National Bank Trust Department | 1806425 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 879 | 7489 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| STIFEL FINANCIAL CORP | 720672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60501 | 515469 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 3512 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Foundations Investment Advisors, LLC | 1743404 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12384 | 105512 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BLAIR WILLIAM & CO/IL | 902367 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 98833 | 842057 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MCF Advisors LLC | 1602905 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1102 | 9390 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AMERIFLEX GROUP, INC. | 2057637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4771 | 40649 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Raleigh Capital Management Inc. | 1911726 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22665 | 193108 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| JPL Wealth Management, LLC | 2010710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 953 | 8120 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HARBOUR INVESTMENTS, INC. | 810121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2418 | 20601 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NOMURA HOLDINGS INC | 1163653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12440 | 105989 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 2111343 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 218811 | 1864270 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Ausdal Financial Partners, Inc. | 1667146 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20771 | 176968 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Advisor OS, LLC | 1767580 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24055 | 204949 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SWAN Capital LLC | 1952722 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 603 | 5138 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 726299 | 6188070 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Redwood Financial Network Corp | 1927724 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11050 | 94144 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| HBK INVESTMENTS L P | 1011443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100000 | 852000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Impact Partnership Wealth, LLC | 1984555 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12248 | 104354 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Financial Gravity Companies, Inc. | 1377167 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 224104 | 1909366 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Prime Capital Investment Advisors, LLC | 1731446 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 71366 | 608038 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Privium Fund Management (UK) Ltd | 1845773 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 150500 | 1267210 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Triumph Capital Management | 1730765 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24366 | 207598 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Crewe Advisors LLC | 1730033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 630 | 5368 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| MeadowBrook Investment Advisors LLC | 1308290 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6165 | 52526 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Merit Financial Group, LLC | 1621225 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11448 | 97540 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| FreeGulliver LLC | 2032561 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74409 | 633965 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Kingdom Financial Group LLC. | 1962236 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 960 | 8179 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| FRANKLIN RESOURCES INC | 38777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1365788 | 11636514 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Geneos Wealth Management Inc. | 1764754 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17353 | 147848 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Coppell Advisory Solutions LLC | 1848433 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3292 | 240317 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MACKENZIE FINANCIAL CORP | 919859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31006 | 264171 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77 | 656 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49217 | 419329 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sunbeam Capital Management, LLC | 2057278 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28257 | 240750 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Ethos Financial Group, LLC | 1954242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 81620 | 695402 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Diameter Capital Partners LP | 1727012 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 96589 | 822938 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kovack Advisors, Inc. | 1728321 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12008 | 103629 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| DENALI ADVISORS LLC | 1142941 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 83182 | 708711 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Hurley Capital, LLC | 1632844 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97 | 826 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Western Wealth Management, LLC | 1767902 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31929 | 272037 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11900 | 208964 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Global Retirement Partners, LLC | 1749744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13402 | 114185 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| HighTower Advisors, LLC | 1462245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 146841 | 1251087 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Essex Financial Services, Inc. | 1315785 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21386 | 182206 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Curi Capital, LLC | 1332905 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30427 | 259239 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STEEL GROVE CAPITAL ADVISORS, LLC | 1166308 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 152667 | 1300722 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Nova Wealth Management, Inc. | 2051980 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4550 | 38766 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Parallel Advisors, LLC | 1690010 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 843 | 7182 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| VAN ECK ASSOCIATES CORP | 869178 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1839476 | 15672336 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 819864 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10571 | 90063 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Cresset Asset Management, LLC | 1761013 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2545273 | 21685725 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MQS Management LLC | 1759395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43211 | 368158 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Sigma Planning Corp | 1449126 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27848 | 237269 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 293725 | 2502533 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| DIMENSION CAPITAL MANAGEMENT LLC | 1041773 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1020581 | 8695352 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Farther Finance Advisors, LLC | 1992825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7319 | 62362 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Nicholas Hoffman & Company, LLC. | 1678953 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14354 | 122296 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| JANE STREET GROUP, LLC | 1595888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16500 | 140580 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1141802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3298 | 28102 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 103326 | 880338 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Muzinich & Co., Inc. | 1618824 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 714955 | 6091416 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| COZAD ASSET MANAGEMENT INC | 709428 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15874 | 135246 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.